
Keynote Speaker

Robert S. Kapito
President and Director,
BlackRock
Closing Fireside Chat with BlackRock's Robert Kapito
Speakers
Speakers are still being confirmed at this time

Bola Ajayi
Vice President, Advanced Analytics and Data Science
Fidelity Investments
CxO: Leaders Working Together to Transform

Ronice Barlow
SVP, Co-Head US Retail Sales
Franklin Templeton
Managing Client Relationships in a Virtual Environment

Robin Benoit
Senior Vice President, Global Human Resources
State Street
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift and President's Address

Cheryl Boyd
Senior Manager, Wealth and Asset Management
EY
CxO: Leaders Working Together to Transform

Hans Brown
Global Head of Enterprise Innovation and CIO for Corporate Technology
BNY Mellon
CxO: Leaders Working Together to Transform

Jim Bumpus
National Sales Manager
Columbia Threadneedle
Managing Client Relationships in a Virtual Environment

John P. Clare
Senior Vice President, Corporate & Marketing Communications
Mutual of America Financial Group
Sponsored Thought-Leadership Session: DFIN

Gayle Coluccio
Director
Aliter Investment Services
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift

Jeff Duckworth
Head of Intermediary Distribution
John Hancock
Managing Client Relationships in a Virtual Environment
Paul Fahey
Head of Investment Data Science
Northern Trust
Sponsored Thought-Leadership Session: Northern Trust

Terri Fiedler
President and Chief Executive Officer
AIG Financial Distributors
Executive Fireside: Asset Management in a New Age

Ted Hershey
Senior Vice President, Solution Services
DFIN
Sponsored Thought-Leadership Session: DFIN

Mark Huamani
Managing Director, Investment Information Services
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.

Jim Jessee
Waddell & Reed - Corporate Board Member
Executive Fireside: Asset Management in a New Age

Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team
JPMorgan Asset Management
Talking Politics: A Primer

Gloria Kim
Managing Director, Global Head of Index Research
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.

Mark Leary
Executive Vice President, Chief Human Resources Officer
MFS Investment Management
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift and President's Address

Jarrad Linzie
Managing Director, Head of Index Research Product Development
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.

Ida Liu
Chief Executive Officer
Citi Private Bank North America
Face the Membership with Tyler Mathisen

Patty Loepker
Managing Director, Managed Solutions and Investment Implementation
Wells Fargo
The Future of Product

Shawn Lytle
Global Head of Macquarie Investment Management, Head of Americas, President of the Delaware Funds
Macquarie Group
Executive Fireside: Asset Management in a New Age

Kevin Mahn
President and Chief Investment Officer
Hennion & Walsh
Secrets for Success at Smaller Firms

Marc Mallett
SVP, Director of Strategy, Americas Asset Servicing
Northern Trust
CxO: Leaders Working Together to Transform

Greg McCall
President & CFO, Co-Founder
Equity Data Science (EDS)
Sponsored Thought-Leadership Session: Northern Trust

Mike McLaughlin
Director of Business Development Group - Field Productivity
Wells Fargo
Managing Client Relationships in a Virtual Environment

Jay Nusblatt
Managing Director, Sales and Business Development
DFIN
Sponsored Thought-Leadership Session: DFIN

Justine Phoenix
VP, Distribution & Broker Dealer Engagement
Nicsa
Closing Fireside Chat with BlackRock's Robert Kapito

Alison Sanger
Chief Operating Officer
Ironwood Capital Management
Secrets for Success at Smaller Firms

Doug Sieg
Managing Partner, Lord, Abbett & Co. LLC
President and Chief Executive Officer, Lord Abbett Family of Funds
Face the Membership with Tyler Mathisen

Julie Smith
Head of Operations and Fund Administration
Touchstone Investments
Sponsored Thought-Leadership Session: DFIN

William F. "Ted" Truscott
Chief Executive Officer
Columbia Threadneedle Investments
Executive Fireside: Asset Management in a New Age
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